ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy


Select Account Tier
Full Universe
Largest Accounts
Mid-Sized Accounts
Smallest Accounts


Select Data Set

All Accounts

US Equities by Mkt Cap

     Large Cap
     Mid Cap
     Small Cap


US Equities by Style

     Value
     Blend
     Growth

Foreign Emerging Equities

For Dev Eq by Mkt Cap

     Large Cap
     Mid Cap
     Small Cap


For Dev Eq by Style

     Value
     Blend
     Growth


Corp Bonds by Maturity

     Short Term
     Medium Term
     Long Term


Corp Bonds by Quality

     Investment Grade
     Mid Grade
     High Yield


Muni Bonds by Maturity

     Short Term
     Medium Term
     Long Term


Muni Bonds by Quality

     Investment Grade
     Mid Grade
     High Yield

Foreign Bonds

ETFs (All)

Money Markets (All)

Most Popular Mutual Funds

All Accounts


  Ticker Description Fund Category Accounts AUM ($)
1PRADXPIMCO TOTAL RETURN FUNDUS Bonds Short Term Medium Grade12,261 1,985,088,681
2ABEMXABERDEEN EMERGING MARKETS FUNDForeign Equities Large Cap Blend825 1,680,026,241
3VINIXVANGUARD INSTITUTIONAL INDEX FUNDUS Equities Large Cap Blend2,714 1,116,564,298
4AEGBXAMERICAN EUROPACIFIC GROWTH FUNDForeign Equities Large Cap Blend8,191 805,354,211
5VIFSXVANGUARD 500 INDEX SIGNAL FUNDUS Equities Large Cap Blend1,706 607,766,943
6DODFXDODGE AND COX INTERNATIONAL STOCK FUNDForeign Equities Large Cap Blend2,650 542,314,466
7VITSXVANGUARD TOTAL STOCK MARKETS INDEX FUNDUS Equities Large Cap Blend1,213 540,571,382
8MIEIXMFS INSTITUTIONAL INTERNATIONAL EQUITY FUNDForeign Equities Large Cap Blend514 453,666,098
9ODMAXOPPENHEIMER DEVELOPING MARKETS FUNDForeign Equities Large Cap Blend5,211 432,655,157
10FADSXNUVEEN EQUITY INDEX FUNDUS Equities Large Cap Blend336 428,801,512
11FCNKXFIDELITY CONTRA FUNDUS Equities Large Cap Growth3,571 417,508,912
12HAINXHARBOR FUNDForeign Equities Large Cap Growth2,129 415,465,637
13FAFIXNUVEEN CORE PLUS BOND FUNDUS Bonds Medium Term Medium Grade322 394,580,712
14DBLTXDOUBLELINE TOTAL RETURN BOND FUNDUS Bonds Medium Term Investment Grade2,020 374,943,826
15AGRBXGROWTH OF AMERICA FUNDUS Equities Large Cap Growth2,837 374,838,301
16DFCVXDFA UNITED STATES LARGE CAP VALUE FUNDUS Equities Large Cap Blend1,195 367,756,048
17DFGBXDFA FIVE YEAR GLOBAL FIXED INCOME FUNDForeign Bonds Medium Term Investment Grade854 364,095,693
18DODGXDODGE AND COX STOCK FUNDUS Equities Large Cap Blend1,928 353,651,374
19FINIXNUVEEN CORE BOND FUNDUS Bonds Medium Term Investment Grade315 352,494,928
20FDGRXFIDELITY GROWTH FUNDUS Equities Large Cap Growth3,372 322,789,159
21VTSSXVANGUARD TOTAL STOCK MARKETS INDEX SIGNAL FUNDUS Equities Large Cap Blend606 319,316,075
22FCMNXNUVEEN MINNESOTA MUNICIPALS BOND FUNDUS Bonds Long Term Medium Grade308 275,146,027
23FBNRXTEMPLETON GLOBAL BOND FUNDForeign Bonds Medium Term Medium Grade4,503 270,610,144
24VFIAXVANGUARD 500 INDEX FUNDUS Equities Large Cap Blend2,045 269,395,499
25VFSIXVANGUARD SHORT TERM INVESTMENT GRADE FUNDUS Bonds Short Term Medium Grade1,089 259,401,216
Data created: 2014-04-13
Website by the Boston Web Company